See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,394 | $47,848-21.8% | $81,478-54.1% | $70,131-46.7% |
| Participation rate | 59.7% | 58.3%+1.5pp | 68.0%-8.2pp | 69.5%-9.8pp |
| Annual return | 22.20% | 27.25%-5.0pp | 38.78%-16.6pp | 73.14%-50.9pp |
| Employer contribution / active EE | $2,308 | $1,527+51.1% | $2,568-10.1% | $2,342-1.5% |
| Participant deferral / active EE | $3,799 | $2,453+54.9% | $3,537+7.4% | $3,332+14.0% |
| Admin fee / account holder | $698 | $3,145-77.8% | $4,561-84.7% | $4,645-85.0% |